Pinnacle Wealth Management Group’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $482K | Sell |
4,780
-920
| -16% | -$92.9K | 0.28% | 63 |
|
|
2025
Q1 | $627K | Sell |
5,700
-3,448
| -38% | -$379K | 0.44% | 42 |
|
|
2024
Q4 | $1.15M | Sell |
9,148
-600
| -6% | -$75.7K | 0.72% | 35 |
|
|
2024
Q3 | $1.33M | Sell |
9,748
-1,681
| -15% | -$229K | 0.84% | 32 |
|
|
2024
Q2 | $1.56M | Buy |
11,429
+56
| +0.5% | +$7.66K | 1.06% | 25 |
|
|
2024
Q1 | $1.69M | Sell |
11,373
-145
| -1% | -$21.6K | 1.26% | 24 |
|
|
2023
Q4 | $1.81M | Sell |
11,518
-1,150
| -9% | -$181K | 1.49% | 23 |
|
|
2023
Q3 | $1.97M | Sell |
12,668
-130
| -1% | -$20.3K | 1.8% | 17 |
|
|
2023
Q2 | $2.29M | Sell |
12,798
-550
| -4% | -$98.6K | 2% | 14 |
|
|
2023
Q1 | $2.59M | Sell |
13,348
-100
| -0.7% | -$19.4K | 2.24% | 11 |
|
|
2022
Q4 | $2.34M | Sell |
13,448
-390
| -3% | -$67.8K | 2.07% | 11 |
|
|
2022
Q3 | $2.24M | Sell |
13,838
-397
| -3% | -$64.1K | 1.97% | 12 |
|
|
2022
Q2 | $2.6M | Sell |
14,235
-543
| -4% | -$99.1K | 2.17% | 9 |
|
|
2022
Q1 | $3.17M | Sell |
14,778
-482
| -3% | -$103K | 2.38% | 9 |
|
|
2021
Q4 | $3.27M | Sell |
15,260
-385
| -2% | -$82.5K | 2.42% | 9 |
|
|
2021
Q3 | $2.85M | Sell |
15,645
-295
| -2% | -$53.7K | 2.14% | 13 |
|
|
2021
Q2 | $3.32M | Buy |
+15,940
| New | +$3.32M | 2.42% | 10 |
|